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1IA

1620 Investment Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 30.15%
This Fund
S&P 500
This Quarter Est. Return
+4.32%
1 Year Est. Return
+30.15%
3 Year Est. Return
+68.91%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$2.19M
Cap. Flow
-$6.04M
Cap. Flow %
-4.08%
Top 10 Hldgs %
21.7%
Holding
675
New
28
Increased
156
Reduced
149
Closed
17

Top Buys

Rank Stock Value
1
SWK icon
Stanley Black & Decker
SWK
+$299K
2
WDAY icon
Workday
WDAY
+$193K
3
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$186K
4
TTD icon
Trade Desk
TTD
+$118K
5
YOU icon
Clear Secure
YOU
+$110K

Top Sells

Rank Stock Value
1
AVES icon
Avantis Emerging Markets Value ETF
AVES
+$2.95M
2
POWL icon
Powell Industries
POWL
+$686K
3
GLW icon
Corning
GLW
+$568K
4
MDT icon
Medtronic
MDT
+$498K
5
AES icon
AES
AES
+$491K

Sector Composition

Rank Sector Weight
1 Technology 13.42%
2 Financials 10.34%
3 Healthcare 8.53%
4 Consumer Discretionary 7.48%
5 Industrials 6.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CROX icon
651
Crocs
CROX
$6.55B
$83 ﹤0.01%
1
– –
ONEW icon
652
OneWater Marine
ONEW
$201M
$57 ﹤0.01%
6
– –
RDNT icon
653
RadNet
RDNT
$5.69B
$56 ﹤0.01%
1
– –
HIMX
654
Himax Technologies
HIMX
$2.55B
$55 ﹤0.01%
7
– –
SIRI icon
655
SiriusXM
SIRI
$10.1B
$46 ﹤0.01%
2
– –
GENK icon
656
GEN Restaurant Group
GENK
$10.5M
$29 ﹤0.01%
15
– –
DNUT icon
657
Krispy Kreme
DNUT
$577M
$27 ﹤0.01%
8
– –
BYND icon
658
Beyond Meat
BYND
$277M
$7 ﹤0.01%
10
– –
AES icon
659
AES
AES
$10.5B
– –
-34,240
Closed -$491K
ALEX
660
DELISTED
Alexander & Baldwin
ALEX
– –
-21,045
Closed -$434K
ASG
661
Liberty All-Star Growth Fund
ASG
$341M
– –
-1,880
Closed -$9.96K
ATXS
662
DELISTED
Astria Therapeutics
ATXS
– –
-2,000
Closed -$26.2K
AVDL
663
DELISTED
Avadel Pharmaceuticals
AVDL
– –
-290
Closed -$6.25K
AVES icon
664
Avantis Emerging Markets Value ETF
AVES
$1.49B
– –
-50,525
Closed -$2.95M
CSWC icon
665
Capital Southwest
CSWC
$1.6B
– –
-500
Closed -$11.1K
CYBR
666
DELISTED
CyberArk
CYBR
– –
-52
Closed -$23.2K
PPLI
667
People Inc
PPLI
$3.1B
– –
-100
Closed -$3.91K
INDA icon
668
iShares MSCI India ETF
INDA
$6.63B
– –
-59
Closed -$3.19K
IWY icon
669
iShares Russell Top 200 Growth ETF
IWY
$16.6B
– –
-11
Closed -$3.05K
SDVY icon
670
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$11.8B
– –
-3
Closed -$115
TDOC icon
671
Teladoc Health
TDOC
$1.3B
– –
-6,422
Closed -$45K
TRIP icon
672
TripAdvisor
TRIP
$1.26B
– –
-1,271
Closed -$18.5K
UAA icon
673
Under Armour
UAA
$2.6B
– –
-11
Closed -$55
OAKM
674
Oakmark U.S. Large Cap ETF
OAKM
$1.14B
– –
-10
Closed -$284
XYZ
675
Block Inc
XYZ
$47.5B
– –
-360
Closed -$23.4K
23 24 25 26
27

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CCW
Coastline Complete Wealth Bluffton, South Carolina $161M AUM
FC
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GPA
Guerra Pan Advisors Montclair, New Jersey $162M AUM 33.07% 1-Year Est. Return
SWMG
Stillwater Wealth Management Group Juno Beach, Florida $162M AUM
FPWM
Five Pine Wealth Management Coeur D Alene, Idaho $161M AUM 12.87% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
RCWM
Royal Capital Wealth Management Carmel, Indiana $161M AUM 18.42% 1-Year Est. Return
AXA
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1620 Investment Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, 1620 Investment Advisors held 675 positions worth $148M, down 1.5% from $150M the previous quarter. Its ten largest holdings account for 22% of the portfolio.

1620 Investment Advisors withdrew a net $6.04M in Q1 2026, closing 17 positions and reducing 149 holdings. Its most notable exit was Avantis Emerging Markets Value ETF, an estimated $2.95M position sold in full.

By sector, the portfolio is most concentrated in Technology at 13% of assets, up from 13% a quarter earlier, followed by Financials and Healthcare.

Against the trend, 1620 Investment Advisors opened a new position in Stanley Black & Decker worth $265K.

  • 1620 Investment Advisors's largest Q1 2026 buy was Stanley Black & Decker: 3,728 shares worth $265K.
  • 1620 Investment Advisors added most to Workday in Q1 2026, an estimated $193K increase.
  • 1620 Investment Advisors's biggest Q1 2026 reduction was Powell Industries, cutting an estimated $686K.
  • 1620 Investment Advisors fully exited Avantis Emerging Markets Value ETF in Q1 2026, selling an estimated $2.95M.
  • 1620 Investment Advisors's ten largest holdings make up 22% of its $148M portfolio in Q1 2026.
  • 1620 Investment Advisors opened 28 new positions and closed 17 in Q1 2026.
  • 1620 Investment Advisors's portfolio value fell 1.5% quarter-over-quarter to $148M.

Based on 1620 Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.